Sempra (SRE) Estimates A $471 million After-Tax Impact To Earnings From Track 2 Proposed Decision

Group 1 - Sempra (NYSE:SRE) is recognized as one of the 8 most profitable utility stocks to consider for investment at the current time [1] - Sempra's subsidiary, San Diego Gas & Electric (SDG&E), anticipates a $471 million after-tax impact on earnings due to a proposed regulatory decision, which includes $34 million for the first three quarters of 2025 and $437 million for the period from 2019 to 2024 [2] - UBS has maintained a Neutral rating on Sempra shares while lowering its price target from $98 to $96, while Morgan Stanley has reduced its price target from $98 to $91 but kept an Overweight rating, citing expected growth from data centers in 2026 [3] Group 2 - Sempra serves one of the largest utility customer bases in the United States, indicating its significant market presence [4]